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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,325 | $72,486-54.0% | $87,103-61.7% | $72,976-54.3% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 12.12% | 24.46%-12.3pp | 28.19%-16.1pp | 81.02%-68.9pp |
| Employer contribution / active EE | $1,623 | $1,894-14.3% | $2,521-35.6% | $2,440-33.5% |
| Participant deferral / active EE | $2,494 | $3,270-23.7% | $4,049-38.4% | $3,608-30.9% |
| Admin fee / account holder | $1,028 | $5,055-79.7% | $7,491-86.3% | $5,124-79.9% |